BlackRock Core Bond TrustBHK
13F holders, Q4 2024 (December 31)94holders +2
14new positions
13sold out
1famous investor
$10.46avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding BlackRock Core Bond Trust (BHK) in their 13F filings, up 2 from Q3 2024. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($24.0M), LPL Financial LLC ($12.8M) and UBS Group AG ($11.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Core Bond Trust
- CUSIP
- 09249E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.4M |
| Exits | 13 | $10.5M |
All 13F filers, Q3 2024 → Q4 2024: 754,506 shares bought and 1,155,316 shares sold, net −400,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Reduce -4.9% | 2,298,205 | $24.0M |
| LPL Financial LLC | 0.01% | Add +0.3% | 1,222,614 | $12.8M |
| UBS Group AG | 0.00% | Reduce -1.1% | 1,132,965 | $11.9M |
| Guggenheim Capital LLC | 0.06% | Add +32.4% | 725,325 | $7.6M |
| Raymond James Financial Inc. | 0.00% | — | 612,047 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 395,814 | $4.1M |
| Invesco Ltd. | 0.00% | Add +5.6% | 384,369 | $4.0M |
| Bank of America Corp. | 0.00% | Add +13.5% | 381,791 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +12.0% | 303,989 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +5.6% | 250,649 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | No change | 240,136 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +48.3% | 231,302 | $2.4M |
| Fiera Capital Corp | 0.01% | No change | 225,190 | $2.4M |
| Family Firm, Inc. | 0.51% | Reduce -2.0% | 217,677 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -9.6% | 156,802 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 136,485 | $1.4M |
| Private Trust Co. NA | 0.13% | Add +1.9% | 118,524 | $1.2M |
| ProVise Management Group, LLC | 0.11% | Reduce -2.1% | 118,474 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.0% | 117,712 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.46% | Add +7.6% | 110,653 | $1.2M |
| Ibex Wealth Advisors | 0.13% | New | 106,119 | $1.1M |
| Selway Asset Management | 0.44% | Add +1.5% | 105,915 | $1.1M |
| Accel Wealth Management | 0.37% | Reduce -1.2% | 93,851 | $982K |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 93,542 | $978K |
| Melfa Wealth Management, Inc. | 0.63% | No change | 90,654 | $948K |
| Comerica Bank | 0.00% | Add +8.1% | 79,611 | $833K |
| First National Bank & Trust Co. of Newtown | 0.17% | No change | 78,265 | $819K |
| Sowell Financial Services LLC | 0.03% | Add +0.1% | 63,131 | $660K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.8% | 62,708 | $656K |
| Oder Investment Management, LLC | 0.54% | Add +4.7% | 61,690 | $645K |
| Patten Group, Inc. | 0.14% | Add +6.6% | 60,699 | $635K |
| Readystate Asset Management LP | 0.05% | New | 59,974 | $627K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 47,627 | $498K |
| Marex Group Ltd | 0.01% | New | 47,368 | $495K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.4% | 46,964 | $491K |
| NewEdge Advisors, LLC | 0.00% | Add +3.3% | 46,689 | $488K |
| Clarity Financial LLC | 0.06% | No change | 45,508 | $476K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -39.1% | 44,829 | $469K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.1% | 33,329 | $349K |
| Valley Financial Group, Inc. | 0.24% | Reduce -2.4% | 33,228 | $348K |
| Ramiah Investment Group | 0.30% | Add +0.5% | 31,440 | $329K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 29,548 | $309K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.9% | 26,915 | $282K |
| Waverly Advisors, LLC | 0.00% | New | 25,879 | $271K |
| Titleist Asset Management, LLC | 0.03% | Reduce -55.7% | 23,428 | $245K |
| HUB Investment Partners, LLC | 0.01% | Reduce -2.6% | 22,815 | $239K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -5.3% | 22,030 | $230K |
| Kovack Advisors, Inc. | 0.02% | Add +0.2% | 20,480 | $214K |
| Advisory Services Network, LLC | 0.00% | Add +64.8% | 20,196 | $211K |
| Iams Wealth Management, LLC | 0.10% | No change | 20,000 | $209K |
| Scotia Capital Inc. | 0.00% | New | 17,460 | $183K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.8% | 17,317 | $181K |
| Intellus Advisors LLC | 0.03% | — | 16,772 | $175K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 14,567 | $152K |
| Sanders Morris Harris LLC | 0.02% | No change | 13,943 | $146K |
| First Citizens Financial Corp | 0.08% | No change | 13,910 | $145K |
| Consolidated Portfolio Review Corp | 0.02% | Reduce -7.7% | 13,707 | $143K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,512 | $141K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -24.6% | 12,640 | $132K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.0% | 12,608 | $132K |
| Detalus Advisors, LLC | 0.04% | No change | 12,581 | $132K |
| Elequin Capital, LP | 0.02% | New | 12,375 | $129K |
| Citadel Advisors | 0.00% | New | 12,220 | $128K |
| HighTower Advisors, LLC | 0.00% | Add +6.5% | 11,846 | $124K |
| Morse Asset Management, Inc | 0.03% | Reduce -11.8% | 11,813 | $124K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -21.9% | 11,105 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +34.8% | 10,611 | $111K |
| Corient Private Wealth LP | 0.00% | New | 10,320 | $108K |
| Gilman Hill Asset Management, LLC | 0.02% | No change | 10,000 | $105K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 7,200 | $75K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.4% | 6,775 | $71K |
| Creative Financial Designs Inc. | 0.00% | No change | 4,605 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 4,292 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 4,000 | $42K |
| MAI Capital Management | 0.00% | New | 3,590 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 2,724 | $28K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 2,621 | $27K |
| Wolverine Asset Management LLC | 0.00% | New | 1,988 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,800 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 1,661 | $17K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 1,452 | $15K |
| GS Investments, Inc. | 0.01% | No change | 1,350 | $14K |
| Ameriflex Group, Inc. | 0.00% | — | 1,000 | $11K |
| WPG Advisers, LLC | 0.01% | — | 866 | $9K |
| United Community Bank | 0.00% | No change | 800 | $8K |
| Kestra Investment Management, LLC | 0.00% | New | 709 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 636 | $7K |
| West Branch Capital LLC | 0.00% | Add +1.9% | 633 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 547 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 500 | $5K |
| Whittier Trust Co. | 0.00% | No change | 201 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 5 | $55 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is BHK's weight in each manager's 13F, not the share of BlackRock Core Bond Trust the manager owns.